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Vivek Joshi

Vivek Joshi

Finding entry level role

Talent
MumbaiMember since May 15, 2026
ms excelcommunication skills
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ms excelcommunication skills

About

Dedicated and detail-oriented Bachelor of Commerce graduate with a strong academic foundation in commerce, law, and governance, complemented by practical exposure to banking operations. Experienced in financial processes, compliance, and customer service through a dynamic banking environment. Currently pursuing Company Secretary studies, demonstrating a keen interest in governance, regulatory frameworks, and business operations.

Aspiring to transition into the business operations domain, bringing analytical rigor, process-oriented thinking, and a continuous learning mindset to contribute effectively to organizational efficiency

Experience

Junior Associate at Citizen Credit Co-operative Bank Limited.

 Executed high-volume financial transactions (NEFT, RTGS, Cheque clearing through CTS, internal transfers) with accuracy and adherence to timelines,

 Managed KYC verification and documentation, ensuring compliance and streamlined record-keeping,

 Coordinated customer interactions and follow-ups, resolving queries and improving service efficiency,

 Maintained and analyzed operational data, including account status tracking to support process continuity,

 Prepared periodic reports and assisted in data-driven monitoring of branch operations,

 Supported cross-functional team activities, ensuring smooth workflow and timely task execution,

 Developed good understanding of the functions of BSG Turing domain,

 Contributed to product cross-selling initiatives, enhancing customer engagement and business support.

Education

B.COM Graduate

Skills

Finding entry level role

Reviews

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